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State Street Fixed Income Sector Rotation ETF
FISR

61 hedge funds and large institutions have $243M invested in State Street Fixed Income Sector Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

13% more funds holding

Funds holding: 54 → 61 (+7)

12% more capital invested

Capital invested by funds: $218M → $243M (+$25.7M)

7.67% less ownership

Funds ownership: 113.37% → 105.7% (-7.7%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
24
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWP
Hibernia Wealth Partners
Louisiana
+$10.1M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$8.71M
3
LWMI
Landmark Wealth Management (Illinois)
Illinois
+$5.44M
4
LPL Financial
LPL Financial
California
+$3.06M
5
NA
NewEdge Advisors
Louisiana
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$5.54M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.26M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$529K
4
KFS
Kelly Financial Services
Massachusetts
-$454K
5
SAW
Signal Advisors Wealth
Michigan
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
51
Principal Securities
Iowa
$161K +$160K +6,346 New
RWPA
52
Richard W. Paul & Associates
Michigan
$146K -$20.4K -809 -12%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$120K +$119K +4,710 New
FFA
54
Farther Finance Advisors
California
$84.6K +$32K +1,265 +60%
RFS
55
Richardson Financial Services
Massachusetts
$73K -$6.97K -276 -9%
GRP
56
Global Retirement Partners
California
$61.9K -$253 -10 -0.4%
SAM
57
Smartleaf Asset Management
Massachusetts
$16.1K +$733 +29 +5%
UBS Group
58
UBS Group
Switzerland
$6.87K +$6.82K +270 New
RFG
59
REAP Financial Group
Texas
$3.51K +$3.49K +138 New
FFA
60
Frazier Financial Advisors
Ohio
$1.48K -$1.06K -42 -42%
C
61
Covestor
United Kingdom
$1K +$303 +12 +39%
SAW
62
Signal Advisors Wealth
Michigan
– -$357K -13,912 Closed
Citadel Advisors
63
Citadel Advisors
Florida
– -$226K -8,818 Closed
T
64
Tidemark
California
– -$9.64K -376 Closed
1 2
3

FISR Hedge Fund Activity: Q2 2024 in Review

61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q2 2024, worth a combined $243M — up 12% from $218M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FISR positions and 3 closed out — a net gain of 9 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Hibernia Wealth Partners, adding an estimated $10.1M. The largest seller was GeoWealth Management, cutting an estimated $5.54M.

  • 61 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $243M of State Street Fixed Income Sector Rotation ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 12 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q2 2024 and 3 closed out, a net change of +9 holders.
  • The largest State Street Fixed Income Sector Rotation ETF buyer in Q2 2024 was Hibernia Wealth Partners, an estimated $10.1M added.
  • The largest State Street Fixed Income Sector Rotation ETF seller in Q2 2024 was GeoWealth Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q2 2024.